Senior Private Client Advisor
Senior Private Client Advisor
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$ 64400 - 120100
1 Vacancy
Job Description
Company:
Marsh McLennan AgencyDescription:
Our notsosecret sauce.
Awardwinning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 11000 of the industrys brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Private Client Advisor at Marsh McLennan Agency (MMA). This is a remote position supporting our National team and will work business hours in designated time zones across the US.
MMA provides business insurance employee health & benefits retirement and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm Marsh McLennan (NYSE: MMC).
A day in the life.
As our Senior Private Client Advisor on the Private Client Services team youll successfully support a highvolume book of business to our Private Client clienteleand work alongside tenured colleagues to gain experience and skill sets for professional growth:
- Reviews client exposures loss experience and current coverages and recommends appropriate products and services.
- Presents clients with accurate market data from appropriate resources to advice and counsel on complex risks.
- Provides proactive daytoday client service by anticipating and evaluating client needs and responding to client questions and issues in person over the phone or via email.
- Gathers information from client related to risk management needs financial loss tolerance and evaluate and propose a variety of solutions to manage clients risk.
- Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory reviews.
- Accountable for client retention through delivery of exceptional client serviceand new business development through referrals and expanded client programs.
- Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients and prospects while conforming to all laws regulations and requirements governing the insurance industry
Our future colleague.
Wed love to meet you if your professional track record includes these skills:
- 3 plus years personal lines insurance experience with HighNetWorth clientele
- Property & Casualty (P&C) License
- Client service orientation with balance on managing expectations.
- Ability to travel for client and company meetings as needed
These additional qualifications are a plus but not required to apply:
- Bachelors degree
- Professional designations a plus e.g. CPCU CIC CPRIA etc.
- Previous experience relationships with luxury carriers such as AIG Chubb PURE
We know there are excellent candidates who might not check all of these boxes. Dont be shy. If youre close wed be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. Weve built a culture that promotes colleague wellbeing through robust benefit programs and resources encourages professional and personal development and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid and flexible work
- Charitable contribution match programs
- Stock purchase opportunities
- Inclusive Culture
- Competitive compensation
To learn more about a career at MMA check us out online: http://marshmma/careers or flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:
Required Experience:
Senior IC
Employment Type
Full-Time
